Product Owner with strong experience in Envestnet & Pershing implementation

Cyberobotix; United States; Remote; USD 130,000 - 180,000; Full time

Job summary

Cyberobotix is seeking an experienced Product Owner with deep Envestnet and Pershing implementation expertise to shape product requirements for a new wealth product. You will help design operating processes around data flows, reporting, and settlement.

The role focuses on Envestnet for model management and rebalancing, Pershing as custodian, and model providers. Deep knowledge of trade order flow, documentation delivery, and ACAT transfers is essential.

Qualifications

• Hands-on role in at least one Envestnet and Pershing implementation, ideally robo-advisory or managed account build.
• Experience with Pershing file feeds and NetX360 is a plus.
• Knowledge of wrap/advisory fee billing, tax lot handling and cash sweep is beneficial.

Responsibilities

• Shape product requirements for a wealth product using Envestnet and Pershing.
• Design operating processes for data flows, reporting, settlement, and reconciliation.
• Define records, retention, and extract needs across the platform.
• Oversee onboarding, funding, and fee billing flows; handle exceptions and regulatory reporting.

Skills

Envestnet

Pershing

Data flows

Reporting

Trade settlement

ACAT transfers

Cost basis

Tools

NetX360

Job description

Role :- Product Owner with strong experience in Envestnet & Pershing implementation

Location :- Remote (Unites states)

Job Description :-

We are looking for an experienced professional with direct Envestnet and Pershing implementation experience to help shape product requirements and design operating processes for a new wealth product

Context:

• Product: a taxable brokerage account with automated rebalancing based on defined drift criteria
• Platform: Envestnet for model management, rebalancing and trading; Pershing as custodian; models supplied by a separate model provider

Expertise needed:

Deep knowledge of data flows and operations across Envestnet and Pershing. This includes

• Knowledge about Data flows, including daily files and trade order flow
• Client documents: which statements, confirmations, performance reports and tax documents are needed, who produces each, and how they are delivered
• Reporting: client, regulatory and management reporting, and what must be built vs. what comes standard
• Settlement and reconciliation: trade settlement, position and cash reconciliation between Envestnet and Pershing, and error handling
• Books and records: required records, where they are held, and retention and extract needs
• Operations: account opening and funding, exceptions for failed trades and cash shortfalls, and fee billing flow

Profile:

• Must have: hands-on role in at least one Envestnet and Pershing implementation, ideally a robo-advisory or managed account build
• Nice to have: experience with Pershing file feeds and NetX360, wrap or advisory fee billing, cost basis and tax lot handling, ACAT transfers, cash sweep